Companies covered: Penn National Gaming, Inc. (NASDAQ:PENN), Melco Crown Entertainment Limited (NASDAQ:MPEL), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), Hilton Worldwide Holdings Inc. (NYSE:HLT), Marriott International (NASDAQ:MAR), Wyndham Worldwide Corp (NYSE:WYN), MGM Resorts International (NYSE:MGM), Netflix, Inc. (NASDAQ:NFLX), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Extended Stay America, Inc. (NYSE:STAY), AMC Entertainment Holdings, Inc. (NYSE:AMC), AMAYA INC (NASDAQ:AYA), Hyatt Hotels Corporation (NYSE:H), Brunswick Corporation (NYSE:BC), Thor Industries, Inc. (NYSE:THO), Harley-Davidson, Inc. (NYSE:HOG), Vista Outdoor Inc (NYSE:VSTO), Polaris Industries Inc. (NYSE:PII), Arctic Cat Inc. (NASDAQ:ACAT), Honda Motor Company, Ltd. (NYSE:HMC), Yamaha Motor Co., Ltd. (TYO:7272), BRP Inc (TSE:DOO), Smith & Wesson Holding Corporation (NASDAQ:SWHC), Nautilus Group, Inc. (The) (NYSE:NLS), Monarch Casino & Resort, Inc. (NASDAQ:MCRI)
Companies covered: Salesforce.com Inc (NYSE:CRM), SPS Commerce, Inc. (NASDAQ:SPSC), Veeva Systems Inc. (NYSE:VEEV), Fleetmatics Group PLC (NYSE:FLTX), Blackbaud, Inc. (NASDAQ:BLKB), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Amdocs Limited (NASDAQ:DOX), Tableau Software, Inc. (NYSE:DATA), Qlik Technologies Inc. (NASDAQ:QLIK), Workday, Inc. (NYSE:WDAY), ServiceNow, Inc. (NYSE:NOW), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), America Movil, S.A.B. de C.V. (NYSE:AMX), EMC Corporation (NYSE:EMC), Accenture plc. (NYSE:ACN), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Amazon.com, Inc. (NASDAQ:AMZN), PROS Holdings, Inc. (NYSE:PRO), Tyler Technologies, Inc. (NYSE:TYL), Amber Road, Inc. (NYSE:AMBR), Samsung Electronics Co Ltd (KRX:005930), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Splunk Inc. (NASDAQ:SPLK), Twitter, Inc. (NYSE:TWTR), Facebook, Inc. (NASDAQ:FB), MicroStrategy Incorporated (NASDAQ:MSTR), CVS Health Corporation (NYSE:CVS), Vmware, Inc. (NYSE:VMW), Citrix Systems, Inc. (NASDAQ:CTXS), Upland Software, Inc. (NASDAQ:UPLD), Zendesk, Inc. (NYSE:ZEN), Ringcentral, Inc. (NYSE:RNG), AppFolio Inc (NASDAQ:APPF), AlarmCom Hldg Inc (NASDAQ:ALRM), Sabre Corporation (NASDAQ:SABR), Zendesk Inc (NYSE:ZEN), Teradata Corporation (NYSE:TDC), Datawatch Corporation (NASDAQ:DWCH), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NYSE:FI), Jack Henry & Associates, Inc. (NASDAQ:JKHY), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Global Payments Inc. (NYSE:GPN), Heartland Payment Systems, Inc. (NYSE:HPY), ACI Worldwide, Inc. (NASDAQ:ACIW), Bottomline Technologies, Inc. (NASDAQ:EPAY), Experian plc (LON:EXPN), Equifax, Inc. (NYSE:EFX), CoStar Group, Inc. (NASDAQ:CSGP), Dun & Bradstreet Corporation (The) (NYSE:DNB), Fair Isaac Corporation (NYSE:FICO), Acxiom Corporation (NASDAQ:ACXM), Alliance Data Systems Corporation (NYSE:ADS), Marchex, Inc. (NASDAQ:MCHX), Rocket Fuel Inc. (NASDAQ:FUEL), TubeMogul, Inc. (NASDAQ:TUBE), The Rubicon Project, Inc. (NYSE:RUBI), Alphabet Inc (NASDAQ:GOOG), Total System Services, Inc. (NYSE:TSS), Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), Federal Home Loan Mortgage Corp (OTCMKTS:FMCC), StrikeForce Technologies, Inc. (OTCMKTS:SFOR), Xplore Technologies Corp (NASDAQ:XPLR), With, Inc. (OTCMKTS:WWTH)
Companies covered: Vornado Realty Trust (NYSE:VNO), Federal Realty Investment Trust (NYSE:FRT), Equity Residential (NYSE:EQR), UDR, Inc. (NYSE:UDR), MetLife, Inc. (NYSE:MET), Apartment Investment and Management Company (NYSE:AIV), Equity Commonwealth (NYSE:EQC), Blackstone Inc. (NYSE:BX), Excel Trust, Inc. (NYSE:EXL), Simon Property Group, Inc. (NYSE:SPG), Corrections Corporation of America (NYSE:CXW), Forest City Enterprises Inc (NYSE:FCE/A), Brandywine Realty Trust (NYSE:BDN), Sabra Health Care REIT, Inc. (NASDAQ:SBRA), Ventas, Inc. (NYSE:VTR), HCP, Inc. (NYSE:HCP), Welltower Inc (NYSE:WELL), Zoned Properties, Inc. (OTCMKTS:ZDPY), Spirit Realty Capital, Inc. (NYSE:SRC), Apple Hospitality REIT, Inc. (NYSE:APLE), Farmland Partners Inc. (NYSE:FPI), New York REIT, Inc. (NYSE:NYRT)
Companies covered: Berkshire Hathaway Inc. (NYSE:BRK/A), Markel Corporation (NYSE:MKL), Check Point Software Technologies Ltd. (NASDAQ:CHKP), QUALCOMM Incorporated (NASDAQ:QCOM), Helen of Troy Limited (NASDAQ:HELE), Mentor Graphics Corporation (NASDAQ:MENT), EXACT Sciences Corporation (NASDAQ:EXAS), Gilead Sciences, Inc. (NASDAQ:GILD), Celgene Corporation (NASDAQ:CELG), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), Palo Alto Networks, Inc. (NYSE:PANW), Fortinet, Inc. (NASDAQ:FTNT), Verizon Communications Inc. (NYSE:VZ), American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International (NYSE:CCI), UnitedHealth Group Incorporated (NYSE:UNH), Electronic Arts Inc. (NASDAQ:EA), Activision Blizzard, Inc (NASDAQ:ATVI), Fitbit Inc (NYSE:FIT), Apple Inc. (NASDAQ:AAPL), NXP Semiconductors N.V. (NASDAQ:NXPI), Avago Technologies Limited (NASDAQ:AVGO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Starbucks Corporation (NASDAQ:SBUX), EQT Midstream Partners, LP (NYSE:EQM), Cisco Systems, Inc. (NASDAQ:CSCO), Oracle Corporation (NYSE:ORCL), Twitter, Inc. (NYSE:TWTR), AT&T Inc. (NYSE:T), BOK Financial Corporation (NASDAQ:BOKF), General Electric Company (NYSE:GE), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), Chevron Corporation (NYSE:CVX), Procter & Gamble Company (The) (NYSE:PG), Unilever PLC (NYSE:UL), Volkswagen AG (OTCMKTS:VLKAF), Glencore PLC (LON:GLEN), Rolls-Royce Holding PLC (LON:RR), Alphabet Inc (NASDAQ:GOOG), BP p.l.c. (NYSE:BP), Microsoft Corporation (NASDAQ:MSFT), Walt Disney Company (The) (NYSE:DIS), Costco Wholesale Corporation (NASDAQ:COST), FedEx Corporation (NYSE:FDX), Walmart Inc. (NYSE:WMT), Veeva Systems Inc. (NYSE:VEEV), Caterpillar, Inc. (NYSE:CAT), Deere & Company (NYSE:DE), Amgen Inc. (NASDAQ:AMGN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Illumina, Inc. (NASDAQ:ILMN), Rackspace Hosting, Inc (NYSE:RAX), GoPro, Inc. (NASDAQ:GPRO), Helmerich & Payne, Inc. (NYSE:HP), United Parcel Service, Inc. (NYSE:UPS), Xilinx, Inc. (NASDAQ:XLNX), Altera Corporation (NASDAQ:ALTR), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Kohl's Corporation (NYSE:KSS), Whole Foods Market, Inc. (NASDAQ:WFM), Exxon Mobil Corporation (NYSE:XOM), Bayerische Motoren Werke AG (ETR:BMW), Internet of Things (CVE:ITT)
Companies covered: Abbott Laboratories (NYSE:ABT), Illumina, Inc. (NASDAQ:ILMN), Alere Inc. (NYSE:ALR), Agilent Technologies, Inc. (NYSE:A), Bruker Corporation (NASDAQ:BRKR), Thermo Fisher Scientific Inc (NYSE:TMO), Danaher Corporation (NYSE:DHR), NanoString Technologies, Inc. (NASDAQ:NSTG), Genomic Health, Inc. (NASDAQ:GHDX), Stryker Corporation (NYSE:SYK), Teleflex Incorporated (NYSE:TFX), Zimmer Holdings, Inc. (NYSE:ZMH), Smith & Nephew SNATS, Inc. (NYSE:SNN), NuVasive, Inc. (NASDAQ:NUVA), Globus Medical, Inc. (NYSE:GMED), Accuray Incorporated (NASDAQ:ARAY), Medtronic, Inc. (NYSE:MDT), Varian Medical Systems, Inc. (NYSE:VAR), LeMaitre Vascular, Inc. (NASDAQ:LMAT), MiMedx Group, Inc (NASDAQ:MDXG), Johnson & Johnson (NYSE:JNJ), EPIRUS Biopharmaceuticals, Inc. (NASDAQ:EPRS), Soligenix, Inc. (OTCBB:SNGX), Protea Biosciences Group, Inc. (OTCBB:PRGB), AmpliPhi Biosciences Corporation (NYSEMKT:APHB), Oramed Pharmaceuticals Inc. (NASDAQ:ORMP), CombiMatrix Corporation (NASDAQ:CBMX), DBV Technologies S.A. (NASDAQ:DBVT), Cumberland Pharmaceuticals Inc. (NASDAQ:CPIX), United Cannabis Corporation (OTCBB:CNAB)
